Libby Dawson, CFA

Libby Dawson, CFA
Wealth Advisor

What I enjoy most about my work with clients?


Having been an expat myself, living in Switzerland and Canada for eleven years before returning to the U.S., I know what many of our clients are going through – the rewards and the challenges of living abroad. I love hearing our clients’ stories and imagining what their lives must be like! Each client family is unique, with differing needs, and it is my job to put myself in their shoes and consider what is best for them. That “a-ha” moment when our work creates a clear path for them makes it all worthwhile to me. I came to financial planning later in life, after a career primarily in asset management, and I feel particularly lucky to combine my knowledge with my passion for helping people.


How do I spend my time away from Worldview?


I still juggle my time between at least two different countries – the U.S. and Canada – and when I can, even more through travel! My husband, three kids and two dogs keep me busy, and I have a personal goal to run another half marathon this year, as a milestone to celebrate my 50th birthday.


See my experience on LinkedIn